Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Are you managing the books on your own?
2. Are you unsure if your financials are on the level?
3. Are you spending too much time chasing down customers for payment?
Unique Selling Proposition
Finances touch many aspects of the business. In order for my services to benefit you to their fullest potential, I look at more than just the books. With monthly meetings we can talk about new technology and system solutions, invoice and vendor management, payroll management, cash flow tracking, budget forecasting, and so much more.
About me
Growing up in a family of entrepreneurs, from masons to mechanics, I have a passion for the skilled trades and business owners like you. I know firsthand the dedication, pride, and hard work that goes into running a business. That’s why I’m on a mission to take bookkeeping and financial management off your plate! My goal is to help you keep your finances in check, seize new opportunities, and build a business that’s as strong as the work you do. Let’s make numbers less of a headache and more of a tool for success!
With more than 15 years in finance and having worked with companies like Hershey Entertainment, Penn State, and Paychex, you can feel confident with me as your financial guide.
My hobbies and interests revolve around staying active and spending quality time with my family. I’m passionate about fitness, whether it’s hitting the gym, going for a walk, or practicing yoga. I’m also a proud soccer mom, supporting my daughter on the field and cheering her on at every game. In the summer, you can find me at the beach, soaking up the sun, playing in the sand, or enjoying the peaceful waves.